Corporate asks for a trial balance feed every month. Payroll files arrive and someone keys the entries in by hand. Sage 300 does the accounting, but people are still doing the moving: assembling extracts, reformatting files, re-keying entries, every period.
Getting data out is the first half. A scheduled extract pulls trial balance data across your Sage 300 company databases, formats it to your consolidation platform's spec, and delivers it by SFTP, built for corporate platforms like OneStream. It resolves each company's own fiscal calendar instead of assuming calendar months, and it uses replace-style loads, so a re-run updates the numbers rather than duplicating them.
Getting data in is the second half. Entry files arrive from payroll or corporate systems, get validated against your live Sage 300 data, and post as journal entries through the Sage 300 API, with every file logged and archived. What used to be a keying job runs on a schedule, and the paper trail is better than the manual version ever was.
And if the road leads to Sage Intacct, we build that bridge too: a one-time migration or a running link while both systems are live. Every engagement is scoped fixed-price after a short discovery call, and you see a working preview before anything is trusted with your ledger.
What we build for Sage 300
Both directions, automated
Trial balance extracts for consolidation
Multi-company pulls formatted to your consolidation platform's spec and delivered by SFTP on schedule. Built for corporate platforms like OneStream.
Automated journal entry imports
Files from payroll or corporate systems are validated against your live Sage 300 data, then created and posted as entries, with full logging and archiving.
Sage 300 to Sage Intacct
Moving to Intacct? We carry Sage 300 data across as a one-time migration or a running bridge while both systems are live.
Custom bridges
Anything with an API or a file drop can meet Sage 300 without a person in the middle: banks, corporate gateways, operational systems.
Shipped work, not a concept
Wolpert Dynamics extract and import automations run against live multi-company Sage 300 environments today: multi-entity extracts, mixed fiscal calendars, and scheduled delivery to corporate SFTP gateways.
We learn your companies, file specs, and cadence, then fix scope and price.
2
Build
We build against your real databases and real file formats, not assumptions.
3
Verify
You compare the automated output against the manual version before anything is trusted.
4
Run
The automation runs on a schedule, with logs and archives to prove every run.
Common questions
Questions people ask
Can you automate trial balance extracts from Sage 300?
Yes. A scheduled extract pulls trial balance data across your Sage 300 company databases, formats it to your consolidation platform's file spec, and delivers it by SFTP. It is built for corporate platforms like OneStream, resolves each company's fiscal calendar rather than assuming calendar months, and uses replace-style loads so a re-run never duplicates data.
Can you import journal entries into Sage 300 automatically?
Yes. An automated routine picks up entry files from payroll or corporate systems, validates them against your live Sage 300 data, creates and posts the journal entries through the Sage 300 API, and logs and archives every file it processes. What used to be a keying job runs on a schedule.
Does this work across multiple Sage 300 companies with different fiscal calendars?
Yes. Multi-entity is the normal case, not the exception. The automation reads each company's own fiscal calendar from Sage 300, so a company on an October year-end and a company on a calendar year resolve to the correct fiscal period in the same run.
Can you connect Sage 300 to Sage Intacct?
Yes. We build the bridges that carry Sage 300 data into Sage Intacct, either as a one-time migration or as a running link while both systems are live. Each engagement is scoped fixed-price, with a working preview before anything posts.
What does a Sage 300 integration cost?
Cost depends on the number of companies, the file formats involved, and how the data needs to be transformed in flight. We scope each build on a fixed-price basis after a short discovery call, so you know the number before any build starts. The trade you are weighing is a one-time build cost against the recurring hours someone spends assembling extracts or keying entries by hand.
Stop being the courier between systems
Tell us about the extract you assemble by hand or the file someone keys in every period. We'll show you what the automated version looks like, with no obligation.
